Callie Brennan

011-0006

Ticketclosed

Brindlecote Insurance Brokers: documents logo Brindlecote Insurance Brokers: documents · 011-0006

Ed Duckworth asked how to create a dashboard showing top claims by region. Callie Brennan confirmed the feature exists and provided step-by-step instructions for the builder.

Priority low

What happened

What this says

Current to 11 Oct 26

Ed Duckworth asked how to create a dashboard showing top claims by region. Callie Brennan confirmed the feature exists and provided step-by-step instructions for the builder.

Problem: Customer wanted to create a custom analytical view but didn't know how. Handling: B-Brain confirmed the capability exists and sent guide with instructions. Customer acknowledged. Resolution took 26 days, likely customer side delay. Watch: Positive adoption signal of dashboards feature; customer investing in the tool.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryhow_to
Channelemail
First response (min)316
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Ticket text has not been written yet; the trail is from the helpdesk.

  1. Ed Duckworth
    created · Ed Duckworth 14 Dec 2023 08:08
  2. Callie Brennan
    public_reply · Callie Brennan 14 Dec 2023 13:24
  3. Ed Duckworth
    public_reply · Ed Duckworth 18 Dec 2023 12:07
  4. Callie Brennan
    status_change · Callie Brennan 9 Jan 2024 16:59
  5. status_change · 13 Jan 2024 23:59
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